The press is reporting that the Chinese government is...

The press is reporting that the Chinese government is nationalizing most of the RE market by taking controlling interest in many of the independents. I think there is a deeper story, which is absolute control of the market.

The Chinese will use all tools, including economic ones in their drive to dominate the planet economically and politically. They have been at it now for 20 years. There's an awful lot of Middle Kingdom thinking going on right now.

the results of a survey taken in Japan, China, and Korea were released today and the Chinese and Korean senior executives by an overwhelming majority think that they cannot do business with Japan because of political tension. This is another red flag.

http://economictimes.indiatimes.com/news/international/business/most-china-executives-say-cannot-work-with-japan-firms-poll/articleshow/28546126.cms

Where are most of the factories using RE's? What country is most dependent on those factories? Who has the power to strangle the RE market? We have to ask those questions.

The Chinese have taken over many manufacturing industries and the Japanese and US are the most vulnerable. It is interesting to note that the Koreans are not teaming up with Japan on this one.

Taiwan has already fallen. They have invested so heavily in China that any conflict would bring economic ruin. China can simply wait for the right moment to neuter Taiwan.

The new regime is much more Maoist than any of their predecessors since, well, Mao. They are flexing their muscles and are extremely nationalistic.We're living in interesting times, and Lynas and Moly are very well set up to profit from any unrest.